BLW vs SIXA

Comparison between BlackRock Ltd Duration Income Trust (BLW, ETF) and ETC 6 MERIDIAN MEGA CAP EQUITY ETF (SIXA, ETF).

5-Year PerformanceSIXA has outperformed BLW, delivering a return of +12.6% compared to +3.4%

BLW vs SIXA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BLW(ETF)	SIXA(ETF)
Net Assets	$514M	$512M
Expense Ratio	N/A	0.46%
Max Drawdown	53.45%	19.71%
Sharpe Ratio	-0.31	1.55
5Y Beta	0.30	0.55
P/E Ratio	N/A	18.08
Forward P/E	N/A	15.49
PEG Ratio	N/A	0.34
5Y Dividends CAGR	4.57%	18.30%
5Y EPS CAGR	N/A	15.79%
Debt to Equity	N/A	94.80%
P/S Ratio	N/A	2.55
P/B Ratio	N/A	3.83

Net Assets

Winner

BLW

$514M

SIXA

$512M

Expense Ratio

BLW

N/A

SIXA

0.46%

Max Drawdown

BLW

53.45%

Winner

SIXA

19.71%

Sharpe Ratio

BLW

-0.31

Winner

SIXA

1.55

5Y Beta

Winner

BLW

0.30

SIXA

0.55

P/E Ratio

BLW

N/A

SIXA

18.08

Forward P/E

BLW

N/A

SIXA

15.49

PEG Ratio

BLW

N/A

SIXA

0.34

5Y Dividends CAGR

BLW

4.57%

Winner

SIXA

18.30%

5Y EPS CAGR

BLW

N/A

SIXA

15.79%

Debt to Equity

BLW

N/A

SIXA

94.80%

P/S Ratio

BLW

N/A

SIXA

2.55

P/B Ratio

BLW

N/A

SIXA

3.83

BLW vs SIXA - Historical Returns

Returns include dividend reinvestment.

Period	BLW	SIXA
1 month	+2.81%	+3.05%
3 months	+5.61%	+4.84%
6 months	-1.08%	+8.83%
1 year	+0.77%	+19.99%
5 years(CAGR)	+3.44%	+12.60%
10 years(CAGR)	+6.36%	N/A
Max(CAGR)	+6.38%	+16.39%

BLW

+2.81%

Winner

SIXA

+3.05%

Winner

BLW

+5.61%

SIXA

+4.84%

BLW

-1.08%

Winner

SIXA

+8.83%

BLW

+0.77%

Winner

SIXA

+19.99%

5Y(CAGR)

BLW

+3.44%

Winner

SIXA

+12.60%

10Y(CAGR)

BLW

+6.36%

SIXA

N/A

Max(CAGR)

BLW

+6.38%

Winner

SIXA

+16.39%

BLW vs SIXA - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	BLW	SIXA
2026	+0.12%	+18.54%
2025	+6.59%	+15.57%
2024	+10.99%	+22.53%
2023	+17.58%	+12.07%
2022	-13.83%	-6.21%
2021	+15.47%	+24.88%
2020	+5.10%	+18.45%
2019	+29.26%	N/A
2018	-10.83%	N/A
2017	+10.73%	N/A
2016	+15.15%	N/A
2015	+0.64%	N/A
2014	-0.89%	N/A
2013	-0.84%	N/A
2012	+22.20%	N/A
2011	+6.25%	N/A
2010	+19.07%	N/A
2009	+41.15%	N/A
2008	-25.24%	N/A
2007	-8.08%	N/A
2006	+19.10%	N/A
2005	-8.69%	N/A
2004	+15.50%	N/A
2003	-2.24%	N/A

BLW vs SIXA Drawdown Comparison

The maximum drawdown for BLW was -44.04%, occurring on Oct 10, 2008. Recovery took 723 trading sessions.

The maximum drawdown for SIXA was -18.37%, occurring on Sep 30, 2022. Recovery took 474 trading sessions.

The current BLW drawdown is -2.23%.

Rank	BLW	SIXA
#1	-44.04% Apr 16, 2007 - Feb 26, 2010	-18.37% Jan 12, 2022 - Dec 1, 2023
#2	-41.88% Jan 24, 2020 - Nov 24, 2020	-11.22% Feb 28, 2025 - May 16, 2025
#3	-26.26% Nov 12, 2021 - Mar 1, 2024	-8.47% Sep 2, 2020 - Nov 16, 2020
#4	-16.95% Jun 29, 2011 - Mar 23, 2012	-7.72% Jun 8, 2020 - Aug 7, 2020
#5	-14.04% May 24, 2013 - May 27, 2016	-6.43% Nov 29, 2024 - Feb 10, 2025
#6	-13.50% Jan 16, 2018 - Apr 11, 2019	-5.75% Feb 17, 2021 - Mar 22, 2021
#7	-13.28% Feb 7, 2005 - Feb 21, 2006	-5.59% Feb 27, 2026 - Apr 30, 2026
#8	-11.64% Apr 1, 2004 - Sep 22, 2004	-5.59% Aug 16, 2021 - Nov 3, 2021
#9	-11.19% Feb 18, 2026 - Mar 30, 2026	-4.50% Jul 17, 2024 - Aug 15, 2024
#10	-11.09% May 3, 2010 - Jul 26, 2010	-4.15% Nov 23, 2021 - Dec 15, 2021
#11	-10.56% Mar 3, 2025 - May 13, 2025	-3.82% May 11, 2020 - May 18, 2020
#12	-10.46% Nov 8, 2010 - Mar 29, 2011	-3.58% Mar 28, 2024 - May 15, 2024
#13	-6.43% May 11, 2012 - Jun 26, 2012	-3.17% Jan 21, 2021 - Feb 8, 2021
#14	-6.10% Oct 26, 2012 - Nov 23, 2012	-3.15% May 7, 2021 - May 24, 2021
#15	-5.78% Mar 27, 2012 - May 1, 2012	-2.89% Oct 18, 2024 - Nov 8, 2024

Correlation

Correlation between BLW and SIXA is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2003 - 2026)

BLW vs SIXA dividend yield comparison.

Year	BLW	SIXA
2026	7.07%	1.12%
2025	9.89%	2.31%
2024	9.39%	1.62%
2023	8.63%	2.12%
2022	8.26%	2.23%
2021	6.99%	1.63%
2020	7.39%	1.13%
2019	6.27%	0.00%
2018	7.14%	0.00%
2017	6.24%	0.00%
2016	9.68%	0.00%
2015	8.26%	0.00%
2014	8.24%	0.00%
2013	7.47%	0.00%
2012	7.55%	0.00%
2011	8.05%	0.00%
2010	6.68%	0.00%
2009	6.60%	0.00%
2008	12.65%	0.00%
2007	10.28%	0.00%
2006	7.85%	0.00%
2005	8.76%	0.00%
2004	7.62%	0.00%
2003	3.30%	0.00%